Freestone Capital Holdings’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
+2,295
| New | +$308K | 0.01% | 355 |
|
|
2024
Q3 | – | Sell |
-4,494
| Closed | -$704K | – | 486 |
|
|
2024
Q2 | $704K | Sell |
4,494
-35
| -0.8% | -$5.49K | 0.03% | 252 |
|
|
2024
Q1 | $773K | Buy |
+4,529
| New | +$773K | 0.03% | 243 |
|
|
2020
Q4 | – | Sell |
-453
| Closed | -$19.6K | – | 1325 |
|
|
2020
Q3 | $19.6K | Buy |
+453
| New | +$19.6K | ﹤0.01% | 649 |
|
|
2014
Q2 | – | Sell |
-4,311
| Closed | -$229K | – | 245 |
|
|
2014
Q1 | $229K | Sell |
4,311
-13,291
| -76% | -$706K | 0.04% | 175 |
|
|
2013
Q4 | $887K | Sell |
17,602
-6,259
| -26% | -$315K | 0.16% | 111 |
|
|
2013
Q3 | $811K | Buy |
23,861
+3,513
| +17% | +$119K | 0.14% | 143 |
|
|
2013
Q2 | $708K | Buy |
+20,348
| New | +$708K | 0.15% | 124 |
|